TLS - Telstra Corporation

[money tree]

Re: Where will TLS head?

Foxtel now has 1.2 million subscribers at an avarage of $100/month this is equivalent to $ 120 000 000/ month in subscriber income, alone.

Income.......NOT PROFIT

they dont get all those channels for free ya know! In fact I bet they are probably just clearing a profit.

 

[happytrader]

Re: Where will TLS head?

Telstra is a prime example of what happens when the government is 'holding your hand' Telstra has been 'babied' for years, the sooner it grows up and takes responsibility and supports itself the better.

This is merely an observation and opinion.

Cheers
Happytrader

 

[serp]

Re: Where will TLS head?

3.88 close today, I've heard analysts saying it'll head to 3.75. I dunno, but if it starts going below 3.75 I'd say thats a good buy. If it hit 3.60 or 3.50 I'd buy some

 

[RichKid]

Re: Where will TLS head?

Don't write off Telstra just yet!

With the 28c dividend that equates to 7% yield (better than the banks).

But what if they decide to lower it or not pay it or reduce franking or do something along those lines, then is it worth holding? Also, we like to think that big companies never die (even if it's partly govt owned) but it could just go lower and wallow for a while, your money could be doing more elsewhere (eg in an uptrending stock with a good fully franked div yield).

Just my thoughts. Currently around the recently made all time low.

 

[Richard Willoughby]

Re: Where will TLS head?

i agree with dutchie, the fact that optus and co still require the protection of the accc after approx 17 years is a sure sign that they have failed. if regulators are removed/restricted by gov and telstra is allowed to actually compete with them freely i believe they will disappear. they have had a lot of time to pick the eyes out of tls business without the disadvantages associated with cross subsidies and still they (not telstra) require protection.
a dividend can be increased as well as decreased with an announcement.
perhaps this gov won't(remove/restrict) but small shareholders and country people vote.
cu tricky

 

[Milk Man]

Re: Where will TLS head?

....a dividend can be increased as well as decreased with an announcement.
perhaps this gov won't(remove/restrict) but small shareholders and country people vote.
cu tricky

The telstra crew do an awesome job out here. I know because the phone lines are shot and I always need someone to come fix them. They are also replacing the old one with a nice fibre optic cable. Theyve won a vote if anything here, not that I hold TLS though....

 

[rozella]

Re: Where will TLS head?

An article in yesterdays media Telstra shares sink deeper

Its the last couple of paragraphs of a poll that is interesting.

 

[serp]

Re: Where will TLS head?

Its the last couple of paragraphs of a poll that is interesting.

I thought that T3 was going to be targeted at mostly institutional investors anyway, so mum and dad investors that read news.com.au probably don't reflect the real opinion of the market.

But who knows? I'm sure everyone is just waiting for the deadline to roll around for the T3 sale to become live and then decisions will be made then whether to postpone or change the guidelines on what will be offered.

Of those who intended to participate, 64 per cent said they would only buy T3 shares at prices up to $3 a share.

I tell you what, in the current market if Telstra offered shares @ $3 you would find it hard going to find someone that wouldn't buy them, even though Telstra are looking shaky that is a bargin.

 

[mit]

Re: Where will TLS head???

I am sorry to keep going on about WD Gann...
(I normally keep to my own thread.)

He said many years ago that "The fifth year of the decade is the ascension year"

We have never had (so far) a down year in the fifth year of the decade.
2005 1995 1985 etc

Maybe the government advisors know this.

Unfortunately for this year the DOW ended up down.

MIT

 

[Yippyio]

Re: Where will TLS head?

TLS up 2.5% today, any news ?

 

[michael_selway]

Re: Where will TLS head?

TLS up 2.5% today, any news ?

no news it seems but All Ords, went up, so most stocks generally went up as well?

 

[TheAnalyst]

Re: Where will TLS head?

Hi yippio

I just finished a short term trade on tlsiss warrants and if i waited 2 more days i would have go $600 instead of $180....i think and have noted with tls its main sensitivities are legislative or government and semi gov organisations such as accc heavily weigh on the stock....i never bothered with the stock until it went below $3.90 as i always considered it a risk but when it hit this price and i read the financials that came from the board i was able to determine that for the medium term this would probally be its final low.

But there is always a risk, so thts why i only used installment warrants as i was able to use little capital to make a quick gain and if the trade went against me i could sit and wait a while.

 

[yogi-in-oz]

Hi folks,

TLS ..... a bounce off 3.60, ahead of some positive
news expected, around 07042006 .....

Other key dates ahead for TLS, may be:

12042006 ..... minor

26042006 ..... significant and positive ... finances???


01052006 ..... minor news???

12052006 ..... significant and negative???

16052006 ..... more negative news???

22052006 ..... 2 cycles here ... positive ... finances???

30052006 ..... minor news ???

Looking ahead, 13-18 October 2006 should bring us
some huge TLS news, though response may be muted
at that time ..... but, sentiment should improve in
November 2006, where we also expect to see the
spotlight focused yet again, on TLS ... ???

happy days

yogi

 

[kr1zh]

Lets see what's happening to the stock price when TLS has turn off CDMA and turn on its 3GSM technology operating at 850 MHz.

TLS will start rolling out 850 soon.

I guess at a point of time in future as soon as 850 service is turned on TLS will gain quite a hugh profit..

 

[bionic]

Dear All,

I am starting to consider telstra, mainly due to its big pond movie via cable or internet which i beleive is going to give it a huge market

whats the best way to use as little capital as possible to invest over about a 18 month period ?

any suggestions appreciated

 

[Sean K]

It's a dog with gigantic flees all over it.

Buy something that's growing, not shrinking.

 

[wavepicker]

It's a dog with gigantic flees all over it.

Buy something that's growing, not shrinking.

With so much pessimism on TLS, this makes it a great contrarian trade for the long haul.

Buy good stoxx that nobody else wants, otherwise somebody else will!!!

cheers

 

[Sean K]

Contrarian, not massachist!

Must admit though, I keep on looking at it, thinking 'surely this can not go down any more!' They make billions!!!!!!

But, then I have a bit more of a think about it, and look at the leadership group and, well, I just don't trust men with moustaches.

The stock has to go back to $5 for me to be square. I bought it all the way down, down, down, thinking there was a bottom.

 

[wavepicker]

Contrarian, not massachist!

Must admit though, I keep on looking at it, thinking 'surely this can not go down any more!' They make billions!!!!!!

But, then I have a bit more of a think about it, and look at the leadership group and, well, I just don't trust men with moustaches.

The stock has to go back to $5 for me to be square. I bought it all the way down, down, down, thinking there was a bottom.

If you bought it all the way down, then what was your entry strategy or quantified your buying decision?, beside averaging down? relying on economic and company fundementals will definately get you burned.

To be honest with you I bought this stock at $3.64, three weeks ago. Did not even look at the fundementals or announcements. Initially in fact, I did not even know which company it was!! The buying decision was initially based on chart patterns. The chart is showing that this particular stock was churning and it's bear market is about to end or has ended based on elliott waves and cyclic analysis(Hurst doinancy envelopes) Long term momentum is slowly changing upward.
The second criteria was based on sentiment. As I said to you before, you would be hard pressed to find a bull for this stock at present with negativity and all the hype in resources sector. The perfect setup for a buy as pessimism is as low as it can get. Five years ago when gold was trading at $254, the pessimsism on gold was unbeleivable. Financial magazines repeatedly posted stories of gold having no future in the technological world we live, in stating that it had no commercial value. That it was financial relic with no hope.You were hard pressed to find a bull among people. (similiar to the US Dollar in Dec of 2004 before it rallied)This was the perfect buy. I bought physical gold back then and liquidated 3 weeks ago,a little early to be honest but who's perfect.Now everyone wants to own gold, we are at the other extreme of the spectrum.

Another factor for TLS: The rally this stock had 3 weeks ago from $3.64 to $4.02, happened exactly the same time resource stoxx sold off. This tells me that there is rotation going on. The big boys are slowly unloading from resources and the volume is increasing on the down days.
I also like PBB which I think has also ended it's bear. Bought that one at $1.55 using the same criteria as TLS

Well we see how we wil go

Cheers

 

[Sean K]

wavepicker, Your logic and strategy has made a few people very rich. Good work.

The market in the short term may be irrational but eventually all market forces come into play to bring things back to equilibrium.

I think you may have jumped off the resource boom too soon though. The Chindia story is very compelling.

We'll see.